WAG
FNDF icon

Wiser Advisor Group’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Wiser Advisor Group’s Portfolio FNDF Stock Details FNDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.82K Hold
139
– – 0.01% 184
2025
Q4 		$6.3K Buy
139
+4
+3% +$177 0.01% 189
2025
Q3 		$5.81K Buy
+135
New +$5.62K 0.01% 199
2025
Q2 		– Sell
-135
Closed -$4.86K – 121
2025
Q1 		$4.86K Hold
135
– – 0.01% 211
2024
Q4 		$4.47K Buy
135
+4
+3% +$141 0.01% 213
2024
Q3 		$4.88K Buy
131
+1
+0.8% +$36 0.01% 211
2024
Q2 		$4.54K Buy
130
+1
+0.8% +$35 0.01% 224
2024
Q1 		$4.61K Sell
129
-1
-0.8% -$34 0.01% 225
2023
Q4 		$4.37K Buy
+130
New +$4.17K 0.01% 225

Other funds holding FNDF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.78B AUM 24.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return